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Level 2
May 6, 2021
Question

AGI is different because we got a raise.

  • May 6, 2021
  • 3 replies
  • 25 views
I used Turbo tax in 2019. I filled in parts of 2020 with TT assistant

3 replies

Mike9241
Level 15
Level 15
May 6, 2021

you use the 2019 AGI (line  8b) as originally filed in order to e-file 2020

Mike9241
jrzedvlAuthor
Level 2
May 6, 2021

Looking at my return should line 4b actually belong on 5b

macuser_22
Alumni - Champ
Alumni - Champ
May 6, 2021

@jrzedvl wrote:

Looking at my return should line 4b actually belong on 5b


The 1040 line 4b & 5b are for retirement income - they are not your AGI.

 

On your 1099-R is the IRA/SEP/SIMPLE box checked?   If yes, then it goes on line 4a & 4b, if not checked it goes on line 5a & 5b.   Look at the form you received and what you entered.

 

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**